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AI & Enterprise

SpaceX to spend up to 53 trillion won on AI infrastructure, says payback under a year

SpaceX is expanding investment in artificial intelligence infrastructure, its third-quarter results show. The company spent $16.4 billion in AI-related capital expenditure and forecast total capital spending of $35 billion to $40 billion this quarter as new computing facilities come online. CFO Bret Johnsen said the new facilities could recoup investment in less than a year at current prices. Third-quarter AI revenue topped estimates and exceeded Starlink revenue for the first time on a quarterly basis.

Telecommunications & Media

YouTube and TikTok emerge as rivals, adding to Netflix's new growth dilemma

Netflix released its third-quarter results on Oct. 20 and showed its ability to generate profits remains intact, but the market reaction was negative. Revenue rose 12 percent to $12.9 billion, while growth was the weakest in three years. Concerns over viewing-time growth, especially in the United States and Canada, weighed on sentiment. The company also faces competition from YouTube and TikTok and a lack of new hits.

AI & Enterprise

Agentic AX must keep using data and work knowledge even if AI models change

ThinkingAI held ThinkingAI Summit Seoul 2026 in Seoul and shared examples of using AI agents across areas including games, finance and education. Its Korea chief said people now focus on direction and approval while agents execute, stressing the need to define data meaning, roles and responsibilities so AI works within approved boundaries. Executives also said companies must keep using accumulated data and work knowledge even if AI models change.